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Meridian Wealth Advisors’s Crown Castle CCI Stock Holding History

Meridian Wealth Advisors’s Portfolio CCI Stock Details CCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1,966
Closed -$208K – 177
2024
Q1 		$208K Sell
1,966
-19
-1% -$2.07K 0.04% 169
2023
Q4 		$229K Buy
+1,985
New +$203K 0.05% 164
2023
Q3 		– Sell
-2,570
Closed -$293K – 180
2023
Q2 		$293K Buy
2,570
+14
+0.5% +$1.67K 0.07% 147
2023
Q1 		$342K Hold
2,556
– – 0.09% 137
2022
Q4 		$347K Sell
2,556
-113
-4% -$15.3K 0.09% 137
2022
Q3 		$386K Hold
2,669
– – 0.11% 131
2022
Q2 		$449K Buy
2,669
+404
+18% +$73.5K 0.12% 127
2022
Q1 		$418K Buy
2,265
+799
+55% +$142K 0.1% 141
2021
Q4 		$306K Hold
1,466
– – 0.07% 160
2021
Q3 		$254K Hold
1,466
– – 0.07% 169
2021
Q2 		$286K Buy
1,466
+281
+24% +$52.6K 0.08% 156
2021
Q1 		$204K Buy
+1,185
New +$190K 0.07% 175
2020
Q4 		– Sell
-1,305
Closed -$217K – 180
2020
Q3 		$217K Buy
1,305
+70
+6% +$11.6K 0.09% 149
2020
Q2 		$207K Buy
+1,235
New +$199K 0.1% 156
2020
Q1 		– Sell
-1,221
Closed -$174K – 146
2019
Q4 		$174K Buy
+1,221
New +$167K 0.07% 158
2019
Q1 		– Sell
-75
Closed -$8K – 169
2018
Q4 		$8K Buy
+75
New +$8.24K 0.01% 406

Other funds holding CCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return